Samie Modak

Money flows to growth; India a growth, not value, market, says Axis MF CIO

Axis Mutual Fund CIO R Sivakumar says stronger earnings growth, especially in large caps, is critical for reviving foreign investor interest in Indian equities

Jio, NSE prepare for market liftoff next week amid US IPO hype

Twin issues could fire up India's muted primary markets

DII inflows hit a peak at ₹4.3 trillion in the first half of 2026

Cushion impact of unprecedented FPI outflows

First time in 26 years, India Inc out of MSCI EM top 10 as AI stocks surge

AI giants dominate, evoke concentration risk concerns

US space, tech IPOs spark Indian investor interest amid AI market frenzy

Expected listings of OpenAI, Anthropic and SpaceX are drawing Indian investor interest, though experts warn of limited access and lofty valuations

Brokers seek RBI carve-out for liquidity providers under new norms

Broker groups seek a separate framework for liquidity providers, warning RBI's new collateral rules could reduce market depth and raise trading costs

Street Signs: Korea's rally, Adani's fund appeal and a flight-seat crunch

Foreign selling paints different pictures in India and South Korea, mutual funds warm to Adani stocks, and investor conferences create an unexpected travel bottleneck

Foreign outflows meaningful, but not overwhelming: Citi's Kaustubh Kulkarni

Investors remain interested in India, but the AI theme is dominating global conversations, says Kulkarni

Chip rally: South Korea pips India in global market capitalisation race

Investor enthusiasm for AI-linked semiconductor companies has lifted Taiwan and South Korea above India in global market-cap rankings, highlighting India's limited exposure to the sector

Nomura raises March 2027 Nifty target to 25,900 on earnings strength

High oil prices and geopolitical risks remain key concerns, says brokerage

India most attractive global market over 4-5-year horizon: Ridham Desai

India's economy has improved over the past two quarters, but compared to markets like the US, Korea, Taiwan and even Japan, growth still looks less compelling

Global equity funds witness first weekly outflows in eight weeks

Fund flow data points to deterioration in risk appetite towards EM & commodity-linked themes, says Elara Capital

Street signs: A difficult pitch, Nifty edges past Sensex, some green shoots

Foreign investor sentiment remains weak, but rising block deal activity offers a glimmer of hope for India's equity markets

Policybazaar parent PB Fintech promoters plan stake sale worth ₹654 crore

PB Fintech co-founders Yashish Dahiya and Alok Bansal are set to sell shares worth up to Rs 654 crore through a block deal

AI boom: $1 trillion mcap club swells to 15 amid chipmaker rally

The global $1-trillion market-cap club has grown to 15 companies, driven largely by the AI-led rally in semiconductor and tech stocks

Taiwan, Nvidia overtake India market capitalisation amid AI frenzy

Taiwan has become the world's fifth-largest stock market while South Korea narrows the gap with India amid a global rally in AI-linked technology stocks

InGovern renews listing call for Tata Sons on governance concern

According to the report,emergence of internal differences strengthens tata sons' case for a market-facing structure

Street signs: Rigging claims rock commodity trade, Blue chips & red faces

Market whispers: Sebi review, commodity trading complaints, and the large-cap reality check

Bernstein says Adani Group's 'hard-bank' phase may be over as risks ease

Bernstein says leverage, pledged-share and overseas funding concerns around Adani Group have eased after recent US-related legal overhangs were resolved

Sebi moots new price-discovery mechanism for IPOs and relistings

Sebi proposes wider auction bands and stricter norms for IPOs and re-listed stocks to improve price discovery and curb distorted trading